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U.S. Targeted Value Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
Whittier Trust
801
Whittier Trust
California
$9.27万 – – –
Albion Financial Group
802
Albion Financial Group
Utah
$9.09万 – – –
Center for Financial Planning
803
Center for Financial Planning
Michigan
$9.09万 – – –
JWM
804
JPL Wealth Management
Colorado
$8.89万 – – –
RWS
805
Retirement Wealth Solutions
Wisconsin
$8.65万 – – –
MSWA
806
Marshall & Sterling Wealth Advisors
New York
$8.62万 – – –
SN
807
Sittner & Nelson
Oregon
$8.48万 – – –
JAWA
808
John A. Wolfe & Associates
Michigan
$8.16万 +$267 +4 +0.3%
Parallel Advisors
809
Parallel Advisors
California
$8.15万 +$2.37万 +355 +44%
Trifecta Capital Advisors
810
Trifecta Capital Advisors
Illinois
$7.8万 – – –
CH
811
CDKV Holdings
Colorado
$7.42万 – – –
GTAM
812
Global Trust Asset Management
Florida
$6.99万 – – –
Foster Dykema Cabot & Partners
813
Foster Dykema Cabot & Partners
Massachusetts
$6.82万 – – –
DF
814
Downshift Financial
Colorado
$6.62万 +$6.33万 +947 新規
CFS
815
CGC Financial Services
Oregon
$6.58万 – – –
Vanguard Advisers Inc
816
Vanguard Advisers Inc
Pennsylvania
$6.07万 – – –
IAG Wealth Partners
817
IAG Wealth Partners
Wisconsin
$5.96万 – – –
TWM
818
Timmons Wealth Management
Massachusetts
$5.83万 – – –
Ritter Daniher Financial Advisory
819
Ritter Daniher Financial Advisory
Ohio
$5.82万 – – –
PWM
820
Peterson Wealth Management
Nevada
$5.72万 +$134 +2 +0.2%
CB
821
Centennial Bank
Arkansas
$5.63万 +$5.39万 +806 新規
Bartlett & Co Wealth Management
822
Bartlett & Co Wealth Management
Ohio
$5.24万 – – –
SC
823
Steph & Co
Wisconsin
$4.97万 – – –
TCM
824
Tradewinds Capital Management
Washington
$4.31万 -$6.9万 -1,032 -63%
MWM
825
Mascoma Wealth Management
New Hampshire
$4.02万 – – –